James Rogers
Aurelius Family Office · Shreveport, Louisiana
James Rogers is a fee-only financial advisor at Aurelius Family Office in Shreveport, Louisiana, who holds the CFA credential. James focuses on retirement planning, tax planning and family wealth transfer. Aurelius Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aurelius Family Office |
|---|---|
| Based in | Shreveport, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $315.3M across 167 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA · CRD 6101155 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aurelius.net |
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Questions about James
Is James Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Aurelius Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does James charge?
According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.
Does James work with clients virtually?
Yes. Aurelius Family Office says on its website that it works with clients remotely.
Where is James Rogers based?
James Rogers is based in Shreveport, Louisiana.
What does James specialize in?
James's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. James works with multi-generational families.
What credentials does James Rogers hold?
James Rogers holds the CFA credential.
Is James Rogers registered with the SEC?
Yes. James Rogers is registered as an investment adviser representative in LA (CRD 6101155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurelius Family Office manage?
Aurelius Family Office reports $315.3M across 167 accounts in assets under management.
How do I contact James Rogers?
Through James's website, www.aurelius.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aurelius Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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